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Partners of Integrated Wealth Management |
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Integrated Wealth Management has personally hand picked a diverse group of companies, each one a specialist in their field to offer you "one company" capable of meeting all of your financial needs. All of the partners within this group have a long track record of caring for their clients, creating solid financial plans, and helping them to achieve their goals.
We are proud to have each of these companies as part of the Integrated Wealth Management team. We stand behind them with the same devotion and loyalty as we do to you.
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Palm Desert National Bank
As of September 2007, Palm Desert National Bank announced their newly formed partnership with Integrated Wealth Management. The partnership will enable PDNB to refer clients to IWM for expanded services and customized investment plans that include asset allocation, financial review and retirement plan optimization studies.
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Haskell & Davis
Haskell & Davis was established in 1991 when two former Ernst & Young alumni merged their collective talents and founded a CPA firm committed to providing a very high level of personal and professional service. Together, the founding partners bring over forty five years of business experience to their clients.
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Jeffers, Mangels, Butler & Marmaro |
At Jeffer, Mangels, Butler & Marmaro LLP, we combine unsurpassed legal prowess with an entrepreneurial spirit that is focused on getting the job done. More than attorneys, we are trusted advisors. We understand your challenges; we share your sense of urgency; and we are committed to moving your business forward.
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John Hancock Education
John Hancock College Savings is a state-sponsored 529 savings plan that makes saving and investing for college both convenient and easy. John Hancock College Savings builds on the inherent advantages of 529 savings plans, such as tax-deferred earnings and federal income tax-free qualified withdrawals, while also providing you the choice of a multi-managed platform from some of the most well-known fund companies.
John Hancock Financial
Whether you are looking for ways to accumulate wealth for retirement or a student’s education or for tools to transfer wealth to a beneficiary, John Hancock Financial has the products and expertise to help you make smarter decisions.
John Hancock Financial offers a century-old commitment to unconditionally share our financial leadership, our financial agility and our financial wisdom to present you or your clients with sharp, stable and secure solutions. With finely crafted products, over 180 local wholesalers and focused service, John Hancock Financial works to provide customized solutions.
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Louis Kravitz & Associates
Kravitz & Associates, Inc. is the largest independent firm of retirement consultants headquartered in Southern California. We specialize in the design, implementation, and administration of virtually every type of retirement plan. Our consultants, actuaries, and other specialists have the experience and ability to make certain your retirement plans are properly designed, meet your needs, and operate to your satisfaction. We have been dedicated to providing high quality service since 1977.
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Meridian Financial
Since real estate tends to represent the single largest investment most of us ever make, it is vital to have the best financing available. We would like to extend an invitation to you to have your real estate loan portfolio reviewed with respect to the current market and interest rate environment by Ken Kurtz at Meridian Financial Corporation.
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Windermere Real Estate
Philip Brent, a licensed real estate agent since 1978 and a broker for over 20 years, specializes in residential properties as well as owning and operating apartment complexes and other income producing properties to help clients realize their long-term financial growth goals.
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